How to Save Hours Updating Pivot Tables in Excel 2007

This Excel 2007 Training Video could – conservatively – save you at least one hour each month when you need to update your Pivot Tables!

What is that worth to you and your company? $100.00? $500.00? – Multiply that by 12 for each month in the year…

Have I got your attention yet?

Watch this short – 3 minute and 20 second video lesson – and you can thank me – or learn more ways to save time and money by purchasing my DVD – “The 50 Best Tips for Excel 2007”

If you watched this short – 3 minute 20 second video lesson, you can tell that I am excited about this topic. Would you like to trade 3 1/2 minutes to watch this video in order to save hundreds of $$$ each month to get an updated Pivot Table?  If your answer is anything other than “Yes!”, please send me an email – I would like to know what I am missing.”

Enjoy this video – and enjoy spending or investing the savings that you reap each month by applying this technique!

Want to save even more money? – Purchase my DVD – “The 50 Best Tips for Excel 2007″ – Click here to shop at my secure website.

Want to find a specific – and FREE – Excel Video Training Lesson? Click here to visit my Index of Excel Video Training Lessons.

You can watch this Excel video on YouTube. I have almost 200 videos on my YouTube channel – DannyRocksExcels

Learn how to “Quickly Create Pivot Tables” in Excel

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How to Take Advantage of Excel 2007 Tables

One of the major improvements in Excel 2007 is working with Tables. In this lesson I demonstrate Five Benefits for Working with Excel 2007 Tables:

  1. Automatically expand in size to add Columns (Fields) and Rows (Records)
  2. Use Natural Language Formulas – Copied down the column automatically!
  3. Total Rows Tool – great for seeing the results in filtered lists
  4. Easy to use Filters for Dates (Last Week, Next Quarter, etc.), Text and Numbers (Above Average, Top 10, etc.)
  5. Improved Formatting – Use Live Preview to see what style options look like before you select them

You can view and download this Excel video lesson – for free – on iTunes. Click here to visit my Podcast, Danny Rocks Tips and Timesavers at the iTunes store.

If you enjoyed this Excel Video Lesson, I invite you to purchase my DVD, “The 50 Best Tips for Excel 2007” – You can shop with confidence at my secure web store.

I help you to find the Excel Training Video Lesson that you want – Visit my Index of Excel Video Lessons

You can watch – and download – this Excel Video Training Lesson on You Tube. Subscribe to my YouTube Channel – DannyRocksExcels

Learn how to “Quickly Create Pivot Tables in Excel”

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I Have Updated My Index of Excel Video Lessons

As part of the process of reorganizing my website, I have updated my “Index of Excel Video Lessons” page. The content of this page will be updated as I add each new Excel Video Training Lesson. So, I suggest that you click here to go to the Video Index and then save the page as one of your “Favorites” if you want to learn how to really get the most out of Excel or to find a quick answer when you are using Excel.

On the Index Page you can see an organized listing of my Excel Videos by Category – e.g. Formulas, Formatting, Pivot Tables “What-if” Analysis, etc. Each lesson is “hyperlinked” so that you can just click on the topic to go directly to the lesson that you are interested in.

I indicate in the title if the lesson is specific to Excel 2007.  All my new Excel video lessons are created using Excel 2007.

If there is a topic that you would like me to cover, send me an e-mail message – danny@thecompanyrocks.com

If you enjoy my video instruction, I encourage you to purchase my DVD, “The 50 Best Tips for Excel 2007.” The DVD contains over 5 1/2 hours of Tips, Tricks & Techniques to help you to master the program – and to save a considerable amount of time while working in Excel! Click here to enter my secure shopping site.

Thank you for your support and encouragement!

Danny Rocks

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Rearrange Your Columns – Sort from Left to Right

Did you know that you can sort data from Left to Right in Excel? In my experience, most people do not realize that you can.

Have you ever been asked  – or wanted – to rearrange your columns in Excel? Probably, yes. This is a fairly common request. And, if you are like most Excel users, you insert a blank column and then “Cut and Paste” to arrange your columns the way that you want them.

STOP!

There is an easier way to rearrange your columns of data – Learn to “Sort Across Columns.” Sort your data from Left to Right.

Watch this short Excel Video Lesson to learn how:

Here are the steps to follow in this lesson:

  1. Insert a blank “dummy row” above your Column Headers Row (if necessary).
  2. Place a number (1, 2, 3, etc.) in each cell in the “dummy row.” This will indicate the order you want to rearrange your columns in from Left to Right.
  3. Select a cell in your data set. Select Data – Sort.
  4. Check, “MY Data Range has NO Headers.”
  5. Click, OPTIONS and select “Sort from Left to Right.” Click OK and Click OK.

Looking for help with a specific Excel problem? Search my Index of Excel Video Lessons by Category or by Keyword.

News! My DVD, “The 50 Best Tips for Excel 2007” is now available to purchase. I invite you to visit my online bookstore for more details.

Related Video Lessons

NEW! Download The Excel Workbook used in this video lesson:

rearrange-columns


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Use =INDIRECT() Function to Connect 2 Pick-From Lists in Excel

This video is in response to a viewer who wants to join two columns containing Data Validation “Pick-from” lists. She knew that there was a Formula that could perform this, but she didn’t know how to accomplish this.

I promised to create this Excel video lesson to show her how – using the =INDIRECT() Function.

Here are the steps to follow in this lesson:

  1. Create lists for each group you want to be able to select from. Division and then in Departments (Sales, Marketing, etc.)
  2. Name each of these lists. Use either the NAME BOX or “Insert – Name – Create” (Select the Label and the Values).
  3. For the 1st Column – Division – use “Data – Validation” and in the “Allow” drop-down, choose “List.”
  4. Use the F3 shortcut to bring up the Named Range Dialog Box. Select “Division.” Type in a message for the Screen Tip and click OK.
  5. For the 2nd Column – the one whose “Pick-from” list will be based on the Values from the 1st Column (Division), we start with “Data – Validation” and in “Allow” choose “List.”
  6. Here is where we use the =INDIRECT() Function in the “Refers To” box. Click to select the cell in the Same Row in the 1st Column. Note: Be sure to make the Cell Reference Relative so that the formula can be copied down the column.
  7. I created the Validations in the Top Cell in each Column. Use Copy, Paste Special, Validation to apply the “Pick-from” validation to the remaining cells.

This is not a “Perfect” solution. As you can see, when you change the value in the first drop-down list, the value in the second list remains in place. What does change, however, is the list of values now available in the second drop-down list – waiting for you to make your selection!

Looking for a specific Excel Video Lesson? – Index of all Excel Topics

News! My DVD, “The 50 Best Tips for Excel 2007” is now available to purchase. I invite you to visit my online bookstore for more details.

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2 reasons to format cells before you enter data in Excel

Stop! Think! Consider! Develop a plan!

Before you enter any data in your spreadsheets.

Ask yourself questions about your data.  Why?

  1. To save yourself time
  2. To maintain consistency in data entries
  3. To prevent GIGO  (Garbage in equals Garbage out)
50 Best Tips for Excel 2007

Excel Tips

In this video lesson I demonstrate the advantages you will obtain when you:

  1. Stop – before you start to enter data
  2. Pre-plan your data list
  3. Format your data fields / columns BEFORE you make your 1st entry

Here are the steps to follow in this video lesson:

  1. Set up and Format your Column / Field Headers for each data field.
  2. For each Column / Field Header, select the columns and format the cells (Ctrl+1) BEFORE you enter any data.
  3. On the NUMBER tab, choose “Special” to select formats for Social Security #, Phone #, and Zip Code

News! My DVD, “The 50 Best Tips for Excel 2007” is now available to purchase. I invite you to visit my online bookstore for more details.

Find the Free Excel Training Video that you want – Click here to go to my Index of Excel Video Lessons

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3 ways to minimize data entry errors in Excel

Excel is a great program for organizing and analyzing the information that you have in your system. But what if you have lots of data entry errors and inconsistencies?

In this Excel Training Video, I show you 3 ways to minimize data entry errors. You will learn how to employ Excel’s Data Validation feature to prevent accidental and intentional data entry errors!

These are the steps for this Excel Video Training Lesson:

  1. Choose the cell or range of cells that you want to apply Data Validation to.
  2. Select Data, Validation and start with the “Settings” tab.
  3. To control a range of dates, select “Date” in the Allow drop-down menu. Choose the range of dates that you wish to control. In this video I chose <= =TODAY()
  4. To create a “Pick from list” validation: 1st step is to create the list (in a separate workbook) and then “Name” the list. In the Allow menu, choose “List” and in the Source, use the F3 shortcut to paste in your named list.
  5. To prevent Duplicate entries, in the Allow menu choose “Custom” – This allows you to write a Formula. E.g. = COUNTIF($E$ :$E$30,E2)=1 where E2 is the 1st cell in your Validation range.
  6. In the “Error Alert” tab, you can pick from 3 different “Styles. Only the “Stop” style will prevent a data entry that violates your Data Validation rules. The other 2 styles are warnings and information – you can over-ride the validation rules with either of these 2 styles.

Find the Excel Training Video that you want – Index to all Excel Topics

News! My DVD, “The 50 Best Tips for Excel 2007” is now availabe to purchase. I invite you to visit my online bookstore for more details.

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Consolidate Excel data by position

Most companies use Excel to produce budget reports. In this video lesson you will learn how to consolidate data from January, February and March to produce a 1st Quarter Consolidated Budget report – based off of an Excel Template.

Here are the steps to follow in this video lesson:

  1. Start with a Template – either on your computer or download one from the Microsoft website. Modify as necessary and then make multiple copies of it. e.g. 1 ea. for Jan, Feb, Mar and 1st Qtr, etc.
  2. Select the 1st cell to receive consolidated data in your 1st Quarter Consolidated report. Then, choose Data, Consolidate.
  3. Point to the January worksheet and select the range of cells that you want in the 1st Qtr consolidated report. Then click ADD.
  4. Repeat this process pointing to the February and March worksheets. Because we based our monthly reports on a Template, the range of cells in each worksheet is exactly the same – i.e. “By Position.”
  5. If you do not check the “Create links to source data” box, you will simply add (SUM) the data from the selected ranges into the Consolidation worksheet. SUM is the most common function but you are free to choose others.
  6. If you did check the “Create links to source data” box your consolidation worksheet will be outlined and each cell will be linked back to its source cell.

Find the Excel Video Lesson that you want – Index to all Excel Topics

News! My DVD, “The 50 Best Tips for Excel 2007” is now available to purchase. I invite you to visit my online bookstore for more details.

Related Excel Video Lessons

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Learn to filter and copy unique records in an Excel list

Frequently, you need to find and copy the unique records in an Excel data list. For example, you might be preparing to send out a direct mail piece and you want to clean you list first.

Having the unique records copied to another location might help you to spot glaring errors from faulty data entry.

Here are the steps to follow in this video lesson:

  1. Highlight the data that contains the records you wish to filter. This could be the entire data lis or just one column / field.
  2. Select Data, Filter, Advanced Filter. Be sure to select “Copy to another location and to check the “Unique records only” box.
  3. Click the starting cell where you want to place the copied “Unique records” and then click OK.
  4. You may wish to use the AutoFilter to select the data entry errors for correction.

Find the Excel Video Lesson that you want – Index to all Excel Topics

News! My DVD, “The 50 Best Tips for Excel 2007” is now available to purchase. I invite you to visit my online bookstore for more details.

Related Video Lessons

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Create Advanced Filters for your data list

In this Excel Video Lesson we will teach you to use Advanced Filtering of your data list.

Here are the steps to follow in this video lesson:

  1. Apart from your data table write your Criteria. Criteria must consist of at least 2 rows – a Header and at least 1 row of Criteria.
  2. With an active cell selected in the data table, click Data, Filter, Advanced Filter.
  3. Accept the default setting to Filter the Data in-place and also the range for the data list. Select the cells for your Criteria and click OK.
  4. The Advanced Filter applies the Criteria to show only those records that meet your Criteria.
  5. When you write your Criteria on 1 row, ALL of the criteria must be met – i.e. the “AND” option.
  6. When you write your Criteria on multiple rows, each criteria is met independently – i.e. the “OR” option.

Find the Excel Video Lesson that you want – Index to all Excel Topics

News! My DVD, “The 50 Best Tips for Excel 2007” is now available to purchase. I invite you to visit my online bookstore for more details.

Related Video Lessons

  • AutoFilter your list
  • Apply Custom Filters to your data list
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